Retirement plan

PROPER DEFENSE LAW CORPORATION 401(K) PLAN

Name: PROPER DEFENSE LAW CORPORATION - PROPER DEFENSE LAW CORPORATION 401(K) PLAN (2020) Form 5500
Creator: PROPER DEFENSE LAW CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROPER DEFENSE LAW CORPORATION 401(K) PLAN, PROPER DEFENSE LAW CORPORATION

PROPER DEFENSE LAW CORPORATIONEIN 82-4375385Plan #001PY 2020

677 W. PALMDON DRIVE, SUITE 201 - FRESNO, CA 93704559-825-3800properdefenselaw.comLinkedIn1-10 employeeslaw practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$82K

+95.1% from 2019

Total participants

+33.3% from 2019

Average account balance

$41,173

-2.5% from 2019

Annual return

12.77%

-50.48 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$375K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$125K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1227

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$405

$101 / participant

Other / not subdivided$405100.0%

% of EOY assets

0.492%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,173

$165,399-75.1%

$149,745-72.5%

$158,982-74.1%

Participation rate

50.0%

84.6%-34.6pp

82.5%-32.5pp

82.0%-32.0pp

Annual return

12.77%

348.34%-335.6pp

276.72%-264.0pp

302.99%-290.2pp

Employer contribution / active EE

$2,436

$5,105-52.3%

$4,646-47.6%

$4,763-48.8%

Participant deferral / active EE

$6,250

$7,183-13.0%

$6,843-8.7%

$5,983+4.5%

Admin fee / account holder

$203

$10,811-98.1%

$9,312-97.8%

$11,252-98.2%

PROPER DEFENSE LAW CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROPER DEFENSE LAW CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion